| ROTH IRA? Should I Convert? |
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 For 2010 account holders of qualified accounts such as IRA's & 403b's now have the opportunity to convert to a Tax Free Roth IRA. Should you convert your account? I highly recommend that if you want to consider this to give me a call and we can discuss your personal situation to discover if it makes sense for you. Warning!!! Don't Do This With Out Talking First To Your Trusted Tax Advisor. |
| Time To Check Your Witholdings |
| With all the changes this year in budget adjustments for most school districts, now would be a good time to take a look at your payroll withholdings to see if you my need to make changes. All you have to do is get me a copy of latest paycheck and I can check out your withholdings for you and come up with some suggestions. I have run thousands of illustrations for my clients so this only takes me 5 min or less. Just Fax, E-mail or send me your paycheck to get your FREE Withholding Report. |
| Out Of The Office |
| For the last weeks in June Amy will be out of the office for a Medical Procedure. Sorry for any inconvenience this may cause. |
Hard to believe that the summer is here, it felt like yesterday that the New Year started. We survived another tax season and I prepared over 230 returns once again. I want to thank all of you that had your taxes done and I truly appreciate your loyalty. Giselle and I spent a week on the Big Island of Hawaii and we really enjoyed the peace and quiet. Now reality sets in and time to go back to work. 
